RED OAK HERITAGE FOUNDATION

Address
401 W COOLBAUGH
RED OAK, IA 51566
Contact
Phone: +1 (712) 621-0414
Nonprofit
NTEE: A82 - Arts, culture and humanities
EIN: 42-1393844

Mission

TO RECEIVE, ADMINISTER AND DISPURSE
 20172016201420132012
Basic features of the organization
Year of formation1993
Subsection code03
PF filing required0    
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel  $0.00$0.00$0.00
Number of employees00000
Number of volunteers1314   
Personnel
Barnett, Marty
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personMARTY BARNETTMARTY BARNETTMARTY BARNETTMARTY BARNETTMARTY BARNETT
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.00000.20000.20000.20
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs  000.20  
Bloom, Dennis
Title  CHAIRMANCHAIRMANPRESIDENT
Name of key/compensated person  DENNIS BLOOMDENNIS BLOOMDENNIS BLOOM
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  001.00001.00001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  001.00  
Bloom, Denny
TitlePRESIDENTPRESIDENT   
Name of key/compensated personDENNY BLOOMDENNY BLOOM   
Position of compensated person
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Britten, Kevin
TitleTREASURER    
Name of key/compensated personKEVIN BRITTEN    
Position of compensated person
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Brower, Diane
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personDIANE BROWERDIANE BROWERDIANE BROWERDIANE BROWERDIANE BROWER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.00000.25000.25000.25
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs  000.25  
Goracke, Paul
Title TREASURERTREASURERTREASURER 
Name of key/compensated person PAUL GORACKEPAUL GORACKEPAUL GORACKE 
Position of compensated person
Current individual trustee or director  TrueTrue 
Average hours per week working for org 1.00000.25000.25 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Average hours per week working for related orgs  000.25  
Johnson, Chris
TitleSECRETARYSECRETARY   
Name of key/compensated personCHRIS JOHNSONCHRIS JOHNSON   
Position of compensated person
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Johnson, Christine
Title  SECRETARYSECRETARYSECRETARY
Name of key/compensated person  CHRISTINE JOHNSONCHRISTINE JOHNSONCHRISTINE JOHNSON
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  000.75000.75000.75
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  000.75  
Johnson, Connie
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personCONNIE JOHNSONCONNIE JOHNSONCONNIE JOHNSONCONNIE JOHNSONCONNIE JOHNSON
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.00000.50000.50000.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs  000.50  
Josephson, Jo
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personJO JOSEPHSONJO JOSEPHSONJO JOSEPHSONJO JOSEPHSONJO JOSEPHSON
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.00000.25000.25000.25
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs  000.25  
Lerette, Brian
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personBRIAN LERETTEBRIAN LERETTEBRIAN LERETTEBRIAN LERETTEBRIAN LERETTE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.00000.25000.25000.25
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs  000.25  
Norris, James
TitleDIRECTORDIRECTOR  VICE-PRESIDENT
Name of key/compensated personJAMES NORRISJAMES NORRIS  JAMES NORRIS
Position of compensated person
Current individual trustee or directorTrueTrue  True
Average hours per week working for org1.001.00  000.25
Reportable compensation from org$0.00$0.00  $0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00  $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00  $0.00
Reisinger, Barb
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personBARB REISINGERBARB REISINGERBARB REISINGERBARB REISINGERBARB REISINGER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.00000.10000.10000.10
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs  000.10  
Robinson, Kim
TitleDIRECTORDIRECTOR   
Name of key/compensated personKIM ROBINSONKIM ROBINSON   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Rodgers, Greg
Title DIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated person GREG RODGERSGREG RODGERSGREG RODGERSGREG RODGERS
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 1.00000.10000.10000.10
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Average hours per week working for related orgs  000.10  
Sifford, Jim
Title  ASST TREASURERASST TREASURERTREASURER
Name of key/compensated person  JIM SIFFORDJIM SIFFORDJIM SIFFORD
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  001.00001.00001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  001.00  
Swanson, Bruce
TitleVICE PRESIDENTVICE PRESIDENTDIRECTORDIRECTOR 
Name of key/compensated personBRUCE SWANSONBRUCE SWANSONBRUCE SWANSONBRUCE SWANSON 
Position of compensated person
Current individual trustee or director  TrueTrue 
Average hours per week working for org1.001.00000.10000.10 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Average hours per week working for related orgs  000.10  
Swanson, Mark
TitleDIRECTORDIRECTORVICE CHAIRVICE CHAIRDIRECTOR
Name of key/compensated personMARK SWANSONMARK SWANSONMARK SWANSONMARK SWANSONMARK SWANSON
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.00000.25000.25000.25
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs  000.25  
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTO RECEIVE, ADMINISTER AND DISPURSE FUNDS FOR CHARITABLE OR EDUCATIONAL PURPOSES THAT WILL PROMOTE THE MENTAL, MORAL, INTELLECTUAL, ARTISTIC AND PHYSICAL IMPROVEMENT AND WELL BEING OF THE INHABITANTS OF THETO RECEIVE, ADMINISTER AND DISPURSE FUNDS FOR CHARITABLE OR EDUCATIONAL PURPOSES THAT WILL PROMOTE THE MENTAL, MORAL, INTELLECTUAL, ARTISTIC AND PHYSICAL IMPROVEMENT AND WELL BEING OF THE INHABITANTS OF THE CITY OF RED OAK, IOWA OR MONTGOMERY COUNTY, IOWATO RECEIVE, ADMINISTER AND DISBURSE FUNDS FOR CHARITABLE OR EDUCATIONAL PURPOSES THAT WILL PROMOTE THE MENTAL, MORAL, INTELLECTUAL, ARTIISTIC AND PHYSICAL IMPROVEMENT AND WELL BEING OF THE INHABITANTS OF THE CITY OF RED OAK, IOWA OR MONTGOMERY COUNTY, IOWA.TO RECEIVE, ADMINISTER AND DISBURSE FUNDS FOR CHARITABLE OR EDUCATIONAL PURPOSES THAT WILL PROMOTE THE MENTAL, MORAL, INTELLECTUAL, ARTIISTIC AND PHYSICAL IMPROVEMENT AND WELL BEING OF THE INHABITANTS OF THE CITY OF RED OAK, IOWA OR MONTGOMERY COUNTY, IOWA.TO RECEIVE, ADMINISTER AND DISBURSE FUNDS FOR CHARITABLE OR EDUCATIONAL PURPOSES THAT WILL PROMOTE THE MENTAL, MORAL, INTELLECTUAL, ARTIISTIC AND PHYSICAL IMPROVEMENT AND WELL BEING OF THE INHABITANTS OF THE CITY OF RED OAK, IOWA OR MONTGOMERY COUNTY, IOWA.
Program service expenses, total$6,161.00$12,276.00$657,025.00$38,344.00$72,352.00
Programs, including revenue & expenses
CONTRIBUTIONS TO LOCAL ORGANIZATION FOR RECREATION AREA AND FOR EDUCATIONAL RECREATION PROGRAMS
Program expenses$1,294.00$4,743.00   
Grants and allocations made$1,294.00$4,743.00   
Program descriptionCONTRIBUTIONS TO LOCAL ORGANIZATION FOR RECREATION AREA AND FOR EDUCATIONAL RECREATION PROGRAMSCONTRIBUTIONS TO LOCAL ORGANIZATION FOR RECREATION AREA AND FOR EDUCATIONAL RECREATION PROGRAMS   
CONTRIBUTIONS TO LOCAL ORGANIZATION TO RESTORE AND PRESERVE A HISTORIC BURLINGTON NORTHERN TRAIN DEPOT.
Program expenses$574.00$3,809.00$4,000.00$3,375.00$45,335.00
Grants and allocations made$574.00$3,809.00  $1,547.00
Program descriptionCONTRIBUTIONS TO LOCAL ORGANIZATION TO RESTORE AND PRESERVE A HISTORIC BURLINGTON NORTHERN TRAIN DEPOT.CONTRIBUTIONS TO LOCAL ORGANIZATION TO RESTORE AND PRESERVE A HISTORIC BURLINGTON NORTHERN TRAIN DEPOT.CONTRIBUTIONS TO LOCAL ORGANIZATION TO RESTORE AND PRESERVE A HISTORIC BURLINGTON NORTHERN TRAIN DEPOT.CONTRIBUTIONS TO LOCAL ORGANIZATION TO RESTORE AND PRESERVE A HISTORIC BURLINGTON NORTHERN TRAIN DEPOT.CONTRIBUTIONS TO LOCAL ORGANIZATION TO RESTORE AND PRESERVE A HISTORIC BURLINGTON NORTHERN TRAIN DEPOT.
CONTRIBUTIONS TO SUPPORT THE MONTGOMERY COUNTY YMCA OPERATIONS.
Program expenses$3,293.00$3,224.00$3,000.00$3,084.00$2,901.00
Grants and allocations made$3,293.00$3,224.00  $2,901.00
Program descriptionCONTRIBUTIONS TO SUPPORT THE MONTGOMERY COUNTY YMCA OPERATIONS.CONTRIBUTIONS TO SUPPORT THE MONTGOMERY COUNTY YMCA OPERATIONS.CONTIBUTIONS TO SUPPORT THE MONTGOMERY COUNTY YMCA OPERATIONS.CONTIBUTIONS TO SUPPORT THE MONTGOMERY COUNTY YMCA OPERATIONS.CONTIBUTIONS TO SUPPORT THE MONTGOMERY COUNTY YMCA OPERATIONS.
Financial data
Revenue
Total revenue$88,233.00$83,546.00$207,580.00$53,255.00$70,047.00
Revenue from contributions (total)$88,028.00$83,423.00$30,080.00$44,199.00$56,681.00
Investment income, current yr$205.00$123.00$177,565.00$8,539.00$11,102.00
Total revenue from grants, etc., current yr$88,028.00$83,423.00$30,080.00$44,199.00$56,681.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$0.00$0.00-$65.00$517.00$2,264.00
Program service revenue (total)  $0.00$0.00$0.00
Gross receipts$88,233.00$83,546.00$648,190.00$53,255.00$70,047.00
Sources of contributions
Revenue from all other contributions$88,028.00$83,423.00$30,080.00$44,199.00$56,681.00
Other types of revenue
Miscellaneous revenue (total)  -$65.00$517.00$2,264.00
Income from dividends, interest, and similar investments$205.00$123.00$100.00$8,539.00$11,102.00
Net rental income  $0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$6,676.00$12,939.00$657,755.00$39,557.00$73,317.00
Total functional expenses: program service $6,161.00$12,276.00$657,025.00$38,344.00$72,352.00
Total functional expenses: management and general$515.00$663.00$291.00$1,213.00$965.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Lobbying fees (total)  $0.00$0.00$0.00
Legal fees (total)  $0.00$0.00$0.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)  $0.00$0.00$0.00
Investment management fees (total)  $0.00$0.00$0.00
Assets and liabilities
Total assets$850,433.00$768,875.00$489,199.00$1,088,485.00$978,430.00
Total assets, beginning of year$768,875.00$486,687.00$1,088,485.00$978,430.00$927,779.00
Total liabilities$0.00$0.00$0.00$0.00$0.00
Net assets$850,433.00$768,875.00$489,199.00$1,088,485.00$978,430.00
Net assets, beginning of year$768,875.00$486,687.00$1,088,485.00$978,430.00$927,779.00
Other assets$304,845.00$303,075.00$30,606.00$30,671.00$30,154.00
Investments: other securities$15,000.00$15,000.00$15,000.00$15,000.00$15,000.00
Investments: publicly traded securities   $590,222.00$485,426.00
Cash: non-interest bearing$110,588.00$100,800.00$93,547.00$102,255.00$96,959.00
Cash: non-interest bearing, beginning of year$100,800.00$91,066.00$102,255.00$96,959.00$69,005.00
Other financial variables
Revenue less expenses$81,557.00$70,607.00-$450,175.00$13,698.00-$3,270.00
Advertising (total) $648.00$0.00$0.00$0.00
Savings & temp cash investment$70,000.00    
Accounts receivable, net$350,000.00$350,000.00$350,000.00$350,000.00$350,000.00
Total net assets or fund balances$850,433.00$768,875.00$489,199.00$1,088,485.00$978,430.00
Depreciation, depletion, amortization $15.00$291.00$554.00$554.00
Payment to affiliates  $0.00$0.00$0.00
Governance and accountability
Number of voting members1314131312
Number of independent voting members1314131312
Relationships among key personnelTrueTrue   
Cash accountingTrueTrueTrueTrueTrue
Tax year start date2017-01-012016-01-012014-01-012013-01-012012-01-01
Tax year end date2017-12-012016-12-012014-12-012013-12-012012-12-01
Indicators for schedules (selected)
Grants to domestic org/gov't >$5k  TrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-09-282018-01-082015-09-162014-10-092013-07-30
IRS schema version2017v2.22016v3.02014v5.02013v3.12012v2.2
Filing identifier201831349349301043201713479349301206201512259349300636201411349349300406201331419349300403
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