STRATEGY STUDIO / PUBLIC DATA EXPLORER

WESTBY NORSE SCHOLARSHIP FUND: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WESTBY NORSE SCHOLARSHIP FUND (EIN 39-1599653)
Tax period
2013-10-01 to 2014-09-30
Filed
2015-01-31
IRS object ID
201540319349300014
Schema version
2013v4.0
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)
Return2015-01-31T12:56:24-06:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273114324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEISBROD & ASSOCIATES INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 KING ST STE 223AddressLine1
CityLA CROSSECity
StateWIState
ZIP Code54601ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391599653EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTBY NORSE SCHOLARSHIP FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone6086325069PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1505 WEST STATE STREETAddressLine1
CityWESTBYCity
StateWIState
ZIP Code54667ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT BLANDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6086325069PhoneNum
Signature2015-01-02SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHIP WEISBROD CPAPreparerPersonNm
PTINP00735631PTIN
Phone6087827900PhoneNum
Preparation2015-01-31PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT BLANDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1505 WEST STATE STREETAddressLine1
CityWESTBYCity
StateWIState
ZIP Code54667ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$149,291GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionGRANTING SCHOLARSHIPS FOR HIGHER EDUCATIONActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$92,720PYContributionsGrantsAmt
CY Contributions Grants$27,575CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$33,227PYInvestmentIncomeAmt
CY Investment Income$27,061CYInvestmentIncomeAmt
PY Other Revenue$1,000PYOtherRevenueAmt
CY Other Revenue$2,000CYOtherRevenueAmt
PY Total Revenue$126,947PYTotalRevenueAmt
CY Total Revenue$56,636CYTotalRevenueAmt
PY Grants And Similar Paid$67,550PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$68,050CYGrantsAndSimilarPaidAmt
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$8,111PYOtherExpensesAmt
CY Other Expenses$10,695CYOtherExpensesAmt
PY Total Expenses$75,661PYTotalExpensesAmt
CY Total Expenses$78,745CYTotalExpensesAmt
PY Revenues Less Expenses$51,286PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$22,109CYRevenuesLessExpensesAmt
Total Assets BOY$634,801TotalAssetsBOYAmt
Total Assets EOY$627,857TotalAssetsEOYAmt
Total Liabilities BOY$78,400TotalLiabilitiesBOYAmt
Total Liabilities EOY$78,400TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$556,401NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$549,457NetAssetsOrFundBalancesEOYAmt
MissionGRANTING SCHOLARSHIPS FOR HIGHER EDUCATIONMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$68,050ExpenseAmt
Grant$68,050GrantAmt
DescGRANTING OF SCHOLARSHIPS TO WESTBY AREA HIGH SCHOOL GRADUATES TO FURTHER EDUCATIONAL GOALS.Desc
Total Program Service Expenses$68,050TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
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
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonROBERT BLANDPersonNm
Phone6086325069PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1505 WEST STATE STREETAddressLine1
CityWESTBYCity
StateWIState
ZIP Code54667ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ROD OLSON
DIRECTORYes (X)$0$0$0
KARI BYE
SCHOOL LIASOYes (X)$0$0$0
KEN MANNING
DIRECTORYes (X)$0$0$0
CHRISTY TAINTER
SCHOOL LIASOYes (X)$0$0$0
CEDRIC VEUM
PRESIDENT$0$0$0Yes (X)
ROBERT BLAND
TREASURER$0$0$0Yes (X)
LOIS STOKER
SECRETARY$0$0$0Yes (X)
MICHAEL FENCL
VICE PRESIDE$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$27,575AllOtherContributionsAmt
Total Contributions$27,575TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,570TotalRevenueColumnAmt
Related Or Exempt Func Income$17,570RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$102,146SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$92,655SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,491SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,491TotalRevenueColumnAmt
Related Or Exempt Func Income$9,491RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescFORFEITED SCHOLARSHIPSDesc
Total Revenue Column$2,000TotalRevenueColumnAmt
Related Or Exempt Func Income$2,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,000OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$56,636TotalRevenueColumnAmt
Related Or Exempt Func Income$29,061RelatedOrExemptFuncIncomeAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$68,050TotalAmt
Program Services$68,050ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$425TotalAmt
Management And General$425ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,002TotalAmt
Management And General$5,002ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2TotalAmt
Management And General$2ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
NEWSLETTER EXPENSE$4,684$4,684
ADMINISTRATIVE EXPENSE$326$326
WEBSITE EXPENSE$200$200
MISC. EXPENSE$53$53

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3TotalAmt
Management And General$3ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$78,745TotalAmt
Program Services$68,050ProgramServicesAmt
Management And General$10,695ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$20,088BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$11,005EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,000BOYAmt
EOY$13,000EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$601,713BOYAmt
EOY$603,852EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$634,801BOYAmt
EOY$627,857EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$78,400BOYAmt
EOY$78,400EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$78,400BOYAmt
EOY$78,400EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$58,921BOYAmt
EOY-$66,310EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$615,322BOYAmt
EOY$615,767EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$556,401BOYAmt
EOY$549,457EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$634,801BOYAmt
EOY$627,857EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$22,109ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$15,165OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,690CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,865CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52,750CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$92,720CurrentTaxYearMinus1YearAmt
Current Tax Year$27,575CurrentTaxYearAmt
Total$238,600TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,690CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,865CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52,750CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$92,720CurrentTaxYearMinus1YearAmt
Current Tax Year$27,575CurrentTaxYearAmt
Total$238,600TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$238,600PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,045CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,340CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,169CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,203CurrentTaxYearMinus1YearAmt
Total$54,757TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$1,000CurrentTaxYearMinus1YearAmt
Total$1,000TotalAmt
FieldValueIRS element (for citing)
Total Support$294,357TotalSupportAmt
Gross Receipts Rltd Activities$19,570GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81060PublicSupportCY170Pct
Public Support PY1700.75720PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
Explanation1,000ExplanationTxt

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 (3 entries)

DescDescBook ValueBookValueAmt
RAYMOND JAMES ACCOUNT$399,093
PERKINS FUND$120,995
GENWORTH FIXED ANNUITY$83,764
FieldValueIRS element (for citing)
Total Book Value Other Assets$603,852TotalBookValueOtherAssetsAmt

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 TypeHIGHER EDUCATION PURPOSESGrantTypeTxt
Recipient37RecipientCnt
Cash Grant$68,050CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationFUNDS ARE NOT DISBURSED TO THE STUDENTS UNTIL THEY HAVE BROUGH A COPY OF THEIR SCHOOL REGISTRATION TO THE HIGH SCHOOL. IF THE CAN'T PROVIDE THIS, THEY DON'T GET THE MONEY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 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
FORM 990, PART XI, LINE 9ADJUSTMENT FOR SECURITIES CARRIED AT FMV 15,165