STRATEGY STUDIO / PUBLIC DATA EXPLORER

WESTBY NORSE SCHOLARSHIP FUND: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
WESTBY NORSE SCHOLARSHIP FUND (EIN 39-1599653)
Tax period
2011-10-01 to 2012-09-30
Filed
2012-12-28
IRS object ID
201300079349300515
Schema version
2011v1.2
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)
Timestamp2012-12-28T11:22:36-06:00Timestamp
Tax Period End Date2012-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1505 KING ST STE 223AddressLine1
CityLA CROSSECity
StateWIState
ZIP Code54601ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN391599653EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WESTBY NORSE SCHOLARSHIP FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWESTNameControl
Phone6086325069Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameROBERT BLANDName
TitleTREASURERTitle
Phone6086325069Phone
Date Signed2012-12-05DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameCHIP WEISBROD CPAName
Phone6087827900Phone
Date Prepared2012-12-28DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonROBERT BLANDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1505 WEST STATE STREETAddressLine1
CityWESTBYCity
StateWIState
ZIP Code54667ZIPCode
FieldValueIRS element (for citing)
Gross Receipts88435GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1990YearFormation
State Legal DomicileWIStateLegalDomicile
Activity Or Mission DescriptionGRANTING SCHOLARSHIPS FOR HIGHER EDUCATIONActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year34865ContributionsGrantsPriorYear
Contributions Grants Current Year52750ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year14340InvestmentIncomePriorYear
Investment Income Current Year15888InvestmentIncomeCurrentYear
Other Revenue Prior Year3759OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year52964TotalRevenuePriorYear
Total Revenue Current Year68638TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year64450GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY62700GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year9115OtherExpensePriorYear
Other Expenses Current Year7680OtherExpensesCurrentYear
Total Expenses Prior Year73565TotalExpensesPriorYear
Total Expenses Current Year70380TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-20601RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-1742RevenuesLessExpensesCY
Total Assets BOY491405TotalAssetsBOY
Total Assets EOY551554TotalAssetsEOY
Total Liabilities BOY74400TotalLiabilitiesBOY
Total Liabilities EOY76900TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY417005NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY474654NetAssetsOrFundBalancesEOY
Mission DescriptionGRANTING SCHOLARSHIPS FOR HIGHER EDUCATIONMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense62700Expense
Grants62700Grants
DescriptionGRANTING OF SCHOLARSHIPS TO WESTBY AREA HIGH SCHOOL GRADUATES TO FURTHER EDUCATIONAL GOALS.Description
Total Program Service Expense62700TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredfalseScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingfalseComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonROBERT BLANDNamePerson
Telephone Number6086325069TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitleIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
LOIS STOKER
DIRECTORX000
MICHAEL FENCL
DIRECTORX000
KEN MANNING
SCHOOL LIASOX000
CHRISTY TAINTER
SCHOOL LIASOX000
CEDRIC VEUM
PRESIDENT000X
ROD OLSON
VICE PRESIDE000X
KARI BYE
SECRETARY000X
ROBERT BLAND
TREASURER000X
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions52750AllOtherContributions
Total Contributions52750TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column15169TotalRevenueColumn
Related Or Exempt Function Income15169RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities20516Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities19797Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities719Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column719TotalRevenueColumn
Related Or Exempt Function Income719RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column68638TotalRevenueColumn
Related Or Exempt Function Income15888RelatedOrExemptFunctionIncome

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total62700Total
Program Services62700ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total740Total
Management And General740ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total4110Total
Management And General4110ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
NEWSLETTER EXPENSE24832483
ADMINISTRATIVE EXPENSE163163
MISC. EXPENSE9393
WEBSITE EXPENSE7575

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total16Total
Management And General16ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total70380Total
Program Services62700ProgramServices
Management And General7680ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY37066BOY
EOY4227EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY10000BOY
EOY12000EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY444339BOY
EOY535327EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY491405BOY
EOY551554EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY74400BOY
EOY76900EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY74400BOY
EOY76900EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-167807BOY
EOY-138824EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY584812BOY
EOY613478EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY417005BOY
EOY474654EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY491405BOY
EOY551554EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-1742ReconcilationRevenueExpenses
Reconcilation Other Changes59391ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years21405CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years22240CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years30690CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year34865CurrentTaxYearMinus1Year
Current Tax Year52750CurrentTaxYear
Total161950Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years21405CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years22240CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years30690CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year34865CurrentTaxYearMinus1Year
Current Tax Year52750CurrentTaxYear
Total161950Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total56862AmountsSubstContributorsTotal
Public Support Total170105088PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years29779CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years19031CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years12045CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year14340CurrentTaxYearMinus1Year
Current Tax Year15169CurrentTaxYear
Total90364Total
FieldValueIRS element (for citing)
Total Support252314TotalSupport
Gross Receipts From Admissions Etc15169GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.41650PublicSupportPertcentage170
Public Support Pertcent Prior Year0.39980PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Orgs Legal ControlfalseDisclosedOrgsLegalControl
Disclosed For Charitable PurposesfalseDisclosedForCharitablePurposes
Written Policy MonitoringfalseWrittenPolicyMonitoring
Sect170h Requirements SatisfiedfalseSect170hRequirementsSatisfied
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FSfalseIncludedOnFS
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBook ValueBookValue
RAYMOND JAMES ACCOUNT477345
PERKINS FUND57982
FieldValueIRS element (for citing)
Total Book Value Other Assets535327TotalBookValueOtherAssets

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantHIGHER EDUCATION PURPOSESTypeOfGrant
Number Of Recipients38NumberOfRecipients
Amount Of Cash Grant62700AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATESIdentifier
Return ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2ReturnReference
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.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC