WESTBY NORSE SCHOLARSHIP FUND: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WESTBY NORSE SCHOLARSHIP FUND (EIN 39-1599653)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-01-17
- IRS object ID
- 201120179349200802
- Schema version
- 2009v1.4
- 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) |
|---|---|---|
| Timestamp | 2011-01-17T13:56:23-06:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hawkins Ash Baptie and Co LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S Second Street Suite 200 | AddressLine1 |
| City | La Crosse | City |
| State | WI | State |
| ZIP Code | 54601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391599653 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTBY NORSE SCHOLARSHIP FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 6086344175 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LOIS STOKER 113 SOUTH PRAIRIE | AddressLine1 |
| City | WESTBY | City |
| State | WI | State |
| ZIP Code | 54667 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOIS STOKER | Name |
| Title | TREASURER | Title |
| Phone | 6086344175 | Phone |
| Date Signed | 2010-12-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Terry Miller | Name |
| Phone | 6087847737 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | N/A | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 59847 | GrossReceipts |
| Contributions Gifts Grants Etc | 30690 | ContributionsGiftsGrantsEtc |
| Investment Income | 12045 | InvestmentIncome |
| Gross Amount From Sale Of Assets | 17112 | GrossAmountFromSaleOfAssets |
| Cost Other Basis And Sales Expenses | 27828 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | -10716 | GainOrLossFromSaleOfAssets |
| Total Revenue | 32019 | TotalRevenue |
| Grants And Similar Amounts Paid | 59950 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 725 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 194 | PrintingPublicationsPostage |
| Other Expenses Total | 6666 | OtherExpensesTotal |
| Total Expenses | 67535 | TotalExpenses |
| Excess Or Deficit For Year | -35516 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 438499 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 61235 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 464218 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40065 | BOY |
| EOY | 39245 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 467934 | BOY |
| EOY | 497573 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 507999 | BOY |
| EOY | 536818 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69500 | BOY |
| EOY | 72600 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 438499 | BOY |
| EOY | 464218 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | GRANTING SCHOLARSHIPS FOR HIGHER EDUCATION. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | GRANTING OF SCHOLARSHIPS TO WESTBY AREA HIGH SCHOOL GRADUATES TO FURTHER EDUCATIONAL GOALS. | DescriptionProgramServiceAccom |
| Grants And Allocations | 59950 | GrantsAndAllocations |
| Program Service Expenses | 59950 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 59950 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ROD OLSON | ||||||||
| E7521 SHERPE RD | WESTBY | WI | 54667 | pRESIDENT | 0.00 | 0 | 0 | 0 |
| ROGER HARRIS | ||||||||
| E7320 SKYLINE DR | VIROQUA | WI | 54665 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| RODNEY ENGH | ||||||||
| 207 WEST AVENUE NORTH | WESTBY | WI | 54667 | SECRETARY | 0.00 | 0 | 0 | 0 |
| LOIS STOKER | ||||||||
| 113 SOUTH PRAIRIE | WESTBY | WI | 54667 | TREASURER | 0.00 | 0 | 0 | 0 |
| KARI BYE | ||||||||
| 505 SOUTH MAIN | WESTBY | WI | 54667 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| STEVEN NESTINGEN | ||||||||
| S1571 WESTFIELD LANE | CHASEBURG | WI | 54621 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| KEN MANNING | ||||||||
| S1772 MARTY LANE | WESTBY | WI | 54667 | SCHOOL LIAISON | 0.00 | 0 | 0 | 0 |
| LISA SCHMITT | ||||||||
| 206 WEST AVE SO | WESTBY | WI | 54667 | SCHOOL LIAISON | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Lois Stoker | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 S Prairie | AddressLine1 |
| City | WESTBY | City |
| State | WI | State |
| ZIP Code | 54667 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6086344175 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18132 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 52796 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21405 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22240 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30690 | CurrentTaxYear |
| Total | 145263 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18132 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 52796 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21405 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22240 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30690 | CurrentTaxYear |
| Total | 145263 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 51836 | AmountsSubstContributorsTotal |
| Public Support Total170 | 93427 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18943 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19871 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29779 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19031 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12045 | CurrentTaxYear |
| Total | 99669 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 244932 | TotalSupport |
| Public Support Pertcentage170 | 0.38140 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.35040 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
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. | Declaration |