STRATEGY STUDIO / PUBLIC DATA EXPLORER

WESTBY NORSE SCHOLARSHIP FUND: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WESTBY NORSE SCHOLARSHIP FUND (EIN 39-1599653)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-08-14
IRS object ID
202342269349303129
Schema version
2021v4.0
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

FieldValueIRS element (for citing)
Return2023-08-14T19:52:44-04:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN842975491PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EVENSTAD TAX & FINANCIAL SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1114 S MAIN STAddressLine1Txt
CityWESTBYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54667ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391599653EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTBY NORSE SCHOLARSHIP FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone6086066254PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 45AddressLine1Txt
CityWESTBYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54667ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREA JOTHENPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6086066254PhoneNum
Signature2023-08-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREAPersonFirstNm
Person LastJOTHENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA R EVENSTAD EAPreparerPersonNm
PTINP00644822PTIN
Phone6086346887PhoneNum
Preparation2023-08-14PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANDREA JOTHENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1S1928 HEGGE RDAddressLine1Txt
CityWESTBYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54667ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$134,412GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressNORSEFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionGRANTING SCHOLARSHIPS FOR HIGHER EDUCATIONActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$75,811PYContributionsGrantsAmt
CY Contributions Grants$106,951CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$13,135PYInvestmentIncomeAmt
CY Investment Income$27,461CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$88,946PYTotalRevenueAmt
CY Total Revenue$134,412CYTotalRevenueAmt
PY Grants And Similar Paid$99,350PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$107,850CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$12,624PYOtherExpensesAmt
CY Other Expenses$13,852CYOtherExpensesAmt
PY Total Expenses$111,974PYTotalExpensesAmt
CY Total Expenses$121,702CYTotalExpensesAmt
PY Revenues Less Expenses-$23,028PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$12,710CYRevenuesLessExpensesAmt
Total Assets BOY$1,512,013TotalAssetsBOYAmt
Total Assets EOY$1,214,742TotalAssetsEOYAmt
Total Liabilities BOY$82,950TotalLiabilitiesBOYAmt
Total Liabilities EOY$89,700TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,429,063NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,125,042NetAssetsOrFundBalancesEOYAmt
MissionGRANTING SCHOLARSHIPS FOR HIGHER EDUCATIONMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$107,850ExpenseAmt
Grant$107,850GrantAmt
DescGRANTING SCHOLARSHIPS TO WESTBY AREA HIGH SCHOOL GRADUATES TO FURTHER EDUCATIONAL GOALS.Desc
Total Program Service Expenses$107,850TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonANDREA JOTHENPersonNm
Phone6086066254PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1S1928 HEGGE RDAddressLine1Txt
CityWESTBYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54667ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
KARL STOKER
PRESIDENT5.00Yes (X)$0$0$0
KADIE BRUEGGEN
SECRETARY2.00Yes (X)$0$0$0
ERIK HOVEN
VICE-PRESIDE2.00Yes (X)$0$0$0
ANDREA JOTHEN
TREASURER5.00Yes (X)$0$0$0
ROBERT BOTHE
SCHOOL LIASO2.00$0$0$0Yes (X)
CHRISTY TAINTER
SCHOOL LIASO2.00$0$0$0Yes (X)
CARMEN FORTUN
DIRECTOR2.00$0$0$0Yes (X)
RANDI STRANGSTALIEN
DIRECTOR2.00$0$0$0Yes (X)
MONTE DUNNUM
DIRECTOR2.00$0$0$0Yes (X)
KATIE HELSETH
DIRECTOR2.00$0$0$0Yes (X)
KYLE BAKKUM
DIRECTOR2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$106,951AllOtherContributionsAmt
Total Contributions$106,951TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,461TotalRevenueColumnAmt
Related Or Exempt Func Income$27,461RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$134,412TotalRevenueColumnAmt
Related Or Exempt Func Income$27,461RelatedOrExemptFuncIncomeAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$107,850TotalAmt
Program Services$107,850ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$450TotalAmt
Management And General$450ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,525TotalAmt
Management And General$12,525ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$17TotalAmt
Management And General$17ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$155TotalAmt
Management And General$155ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$705TotalAmt
Management And General$705ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$121,702TotalAmt
Program Services$107,850ProgramServicesAmt
Management And General$13,852ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY-$2BOYAmt
EOY-$2EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,107BOYAmt
EOY$22,706EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,503,908BOYAmt
EOY$1,192,038EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,512,013BOYAmt
EOY$1,214,742EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$82,950BOYAmt
EOY$89,700EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$82,950BOYAmt
EOY$89,700EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,429,063BOYAmt
EOY$1,125,042EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,429,063BOYAmt
EOY$1,125,042EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,512,013BOYAmt
EOY$1,214,742EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$12,710ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$316,731NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$49,141CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$75,811CurrentTaxYearMinus1YearAmt
Current Tax Year$106,601CurrentTaxYearAmt
Total$231,553TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$49,141CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$75,811CurrentTaxYearMinus1YearAmt
Current Tax Year$106,601CurrentTaxYearAmt
Total$231,553TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$231,553PublicSupportTotal170Amt
Total Support$231,553TotalSupportAmt
Gross Receipts Rltd Activities$40,596GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
EDWARD JONES$629,458
RAYMOND JAMES$441,417
PERKINS FUNDS$82,464
GENWORTH FIXED ANNUITY$38,699
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,192,038TotalBookValueOtherAssetsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient65RecipientCnt
Cash Grant$107,850CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC